Well, Well, Well -- We've Gone From EVs to L4 ADAS Vehicles Literally Overnight -- April 4, 2026

Locator: 50427ADAS.

Tags: ADAS memory jargon Micron 

The entrance to this rabbit hole began with this link from Beth earlier today: 

 

 
So, what does this mean? "... memory content for geofenced Level 4 autonomous vehicles ...

 

 

Now, this: "... autos ADAS L1 L2 L3 L4..."
 

So much more could be said, but I think I will let that go for another day.

 

But I do have this question: 

From a DRAM / computer memory point of view, I have trouble distinguishing between Sandisk and Micron. Assuming that they're in the same sort of business, which of the two has the "inside track," as they say when it comes to ADAS vehicles, or is there another company or companies that whe it comes to ADAS vehicles will be better situated?

 

Gemini's reply:

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Disclaimer
Briefly

Briefly: 

I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.

I am inappropriately exuberant about the US economy and the US market.

I am also inappropriately exuberant about all things Apple. 

See disclaimer. This is not an investment site. 

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.

If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.

I am also inappropriately exuberant about all things Apple. 

And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.

I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.

Longer version here.